Stifel Turns More Bullish on Semtech (SMTC), Lifts Price Target to $54
Semtech Corp. (NASDAQ:SMTC) is one of the most oversold semiconductor stocks so far in 2025.
Semtech Corp (SMTC)
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Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 3,991,848 | $180,192,019 | +1% | 2.5% |
| 2. | Hood River Capital Management David Swank | 2,244,631 | $101,322,643 | +37% | 1.41% |
| 3. | Point72 Asset Management Steve Cohen | 1,557,862 | $70,321,891 | +244% | 0.14% |
| 4. | Woodline Partners Michael Rockefeller And Karl Kroeker | 1,335,296 | $60,275,261 | +177% | 0.32% |
| 5. | Clearline Capital Marc Majzner | 784,532 | $35,413,774 | +14% | 1.32% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.23 | 1,000 | $33,232.40 | 1,000 | 2024-04-08 | Filing | |
| $24.83 | 20,000 | $496,520.00 | 20,888 | 2023-09-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $44.28 | 412 | $18,244.97 | 17,211 | 2025-07-01 | Filing | |
| $43.52 | 587 | $25,546.89 | 17,623 | 2025-07-01 | Filing | |
| $43.48 | 1,000 | $43,480.00 | 105,996 | 2025-06-24 | Filing | |
| $42.49 | 1,000 | $42,490.00 | 106,996 | 2025-06-24 | Filing | |
| $41.82 | 13,123 | $548,743.49 | 0 | 2025-06-18 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,920,913 | $583,250,013 | 0.01% | |
| 2. | 11,931,278 | $538,577,889 | 0.01% | |
| 3. | 7,112,097 | $321,040,185 | 0.08% | |
| 4. | 133,664,000 | $191,656,967 | 1.18% | |
| 5. | 4,120,304 | $185,990,523 | 0.04% |
News See All
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On Wednesday, May 28, Stifel analysts raised the price target on Semtech Corporation (NASDAQ:SMTC) from $42 to $45 and maintained a “Buy” rating.
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Semtech Corporation (SMTC) Beats Q4 Estimates; Stifel Cuts Price Target Citing Softer Outlook and Tariff Risks
Stifel analyst Tore Svanberg recently lowered the price target on Semtech Corporation (NASDAQ:SMTC) to $35 from $54 and kept a Buy rating on the shares.
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